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Oregon Idaho Pioneers March 7, 2017 October 6, 2016

1ST QTR

SUBMISSION DEADLINES First quarter business processing deadlines • • • •

Clean manual business received by Tuesday, March 28. Clean census enrollment files - received by Wednesday, March 29, at 6 p.m. Clean electronic business - received by Friday, March 31, at 6 p.m. New business - will continue to be processed until Friday, March 31, at 7 p.m.

First quarter new contract submission deadline is Friday, March 24 The last day to submit completed new producer and new manager contracts to count toward first quarter recruiting goals is Friday, March 24. For the contract to be considered complete, the new producer or manager must have taken the market conduct test, have a license and background issues need to be explained, if applicable. We'll process contracts received after March 24 in the order received, but this doesn't guarantee processing for first quarter. Be aware different jurisdictions have varying turnaround times for background checks. For an easier, faster and paperless contracting system, visit the Online Contracting page on Propr. Review contracts submitted online 24/7 on your online dashboard. E-mail Contracts@ColonialLife.com if you have any questions.

Make sure you follow insurance laws You can't sell, solicit or negotiate insurance on behalf of Colonial Life/Paul Revere (and can't be paid commissions) unless you're properly licensed and appointed, where applicable, in the resident or non-resident state. Learn more about licensing requirements on Propr.

Leadership Development Conference January 3 - 5, 2018 (Wednesday-Friday) Hilton Austin The Leadership Development Conference (LDC) is Colonial Life's sales leadership training for managers who qualify to attend. The conference consists of one-and-a-half days of intense training that will help you refine your skills. New sales managers will have the opportunity to learn about the company's direction and will receive targeted tools and support you need to lead your team to early success.

2018 LDC Qualifications (must qualify by October 1): New DGA (hired in 2017): *Q1 or Q2 Start Date  $70,000 in sales premium  4 new recruits  1- $20k opener with 2 new accounts *Q3 Start Date  $50,000 in sales premium  3 new recruits  1 - $20k opener with 2 new accounts

OR 

  

Achieve 75% of your Q3 YTD sales plan (***percentage to your Q3 sales plan, not annual sales plan***) Minimum Q3 year-to-date sales plan of $60,000 4 new recruits 2 - $20k openers, each with 2 new accounts

DGA hired in 2016 or prior: 

 

Achieve 75% of your Q3 year-to-date sales plan (***again, this is percentage to your Q3 sales plan, not annual sales plan***) 4 new recruits 2 - $20k openers, each with 2 new accounts

2018 President’s Club and Leadership Conference 2018 President’s Club St. Regis Bahia Beach Rio Grande, Puerto Rico April 6-9, 2018

2018 Leaders Conference Celebrity Summit Cruise from San Juan, Puerto Rico April 9-14, 2018

Qualify for this trip and spend three nights at the St. Regis Bahia Beach Resort to see all that Rio Grande, Puerto Rico has to offer. Located seaside at the foot of the El Yunque National Forest, this St. Regis property will welcome you to the vibrant culture and old world elegance just minutes away from Old San Juan.

Leaders Conference qualifiers will set sail aboard this privatelychartered ship that is the jewel of Celebrity’s Millennium Class. From San Juan, the ship will visit the most beautiful and exciting ports of call the Caribbean has to offer with stops in St. Maarten, St. Barts, Antigua, and St. Thomas before returning to Puerto Rico.

Qualifiers and their guest will experience this AAA, fivediamond resort offering the utmost in discerning service and superb amenities. The exotic 483-acre community features a fully equipped athletic club, golf, lakes and nature trails, kayaking on the Espiritu Santo River, an oceanfront swimming pool and two miles of beautiful beaches. Make a plan to join us in Puerto Rico, for its rich history and lush green landscapes. From the beach to the mountains, this beautiful location has something for everyone.

Each cabin has a private balcony allowing for breathtaking views of the Caribbean. From the exquisite dining options to the expansive decks with plenty of activity options, this is one cruise ship that will provide its own unique experience. Each port of call has its own unique personality and charm. Vacation like a celebrity with duty-free shopping, water sports, snorkeling on stunning coral reefs and sailing along beautiful beaches.

Reps and managers who elevate their sales will climb high into the Blue Ridge Mountains of North Carolina and spend three nights overlooking Asheville at the renowned Grove Park Inn. High-class accommodations await you and your guest, along with breathtaking views, gourmet farm-to-table dining, white water rafting, zipline treetop adventures and much more.

Weâ€™ll see you at the top of the mountain June 9-12, 2017! (Contest runs January 1 - April 1, 2017)

Portland Class Dates March 15 - 17 DDP April 4 - 5 Enroller Class April 11 - 13 Opener Class April 28 New Agent Advanced Training

Idaho Class Dates April 25 - 26 Enroller Class Classes are 9 am-5pm *Lunch is provided Dress is business/business casual (no jeans, flip flops, tennis shoes, etc.)

Questions? Contact RI Gower Talley GTalley@Coloniallife.com or 503.593.8356

Oregon/ Idaho Territory New Agents!

ACTION-PRIDE CABINETS INC Mike Durre CARLON HEATING AND AIR Eric Jones CORE COUNSELING CENTER Elizabeth Moote

William Coon Lucas Cole

FULCRUM CONSTRUCTION Casey Rathmanner

Week 9 Numbers

WTD Top DGAâ€™s Thurston, Doug

WTD Top ADMâ€™s $31,794 Bringhurst, Angela

$8,379

Bringhurst, Steve

$9,295 Griffeth, Jeffrey

$6,299

Maxwell, Denise

$7,996 Ford, Brook

$3,900

Top 15 Openers Thurston, Doug

Week 9 Sales

Top 15 Benefit Counselors

$11,852

WK 9 Net EN Sales Credits

Bringhurst, Angela

1,878.26

Kunkler, Karen

1,704.52

Buschman, Roxana

1,490.20

Rathmanner, Casey

1,245.59

Isaacson, Stephanie

1,130.78

Pace, Steven

1,049.00

Gifford, Troy

1,044.31

Wolf, Bennett

1,007.98

Leach, Susan

1,006.24

Bringhurst, Angela

$6,313

Hansen, Brian

$4,368

Rathmanner, Casey

$3,559

Maxwell, Denise

$3,094

Brink, Don

$3,033

Ford, Brook

$3,032

Moote, Elizabeth

$2,066

Griffeth, Jeffrey

$1,694

Durre, Michael

$1,481

Grimes, Stanley

720.80

Pines, Zara Anne

$1,439 Wolden, Julie $1,422 Kezele, Virginia

Wagner, Patrick

$1,371 Taylor, Cearstin

459.05

Myers, Jan

$934 Durre, Michael

430.50

Jones, Eric

$916 Pines, Zara Anne

356.12

Moote, Elizabeth

723.01

625.08

Quarter to Date Numbers (as of week 9)

QTD Top 3 DGAâ€™s by % of Plan

QTD Top ADMâ€™s by % of Plan

Bringhurst, Steve

80.1%

Griffeth, Jeffrey

Kezele, William

70.8%

Rathmanner, Casey

76.9%

Alley, Michael

63.1%

Bringhurst, Angela

49.3%

Top 15 Openers

QTD-2017 Sales

Top 15 Benefit Counselors

115.4%

QTD Net Sales Credit

Brink, Don

$80,593 Isaacson, Stephanie

26,355.55

Hansen, Brian

$76,492 Hansen, Brian

14,798.15

Thurston, Doug

$52,641 Kunkler, Karen

12,750.77

Pines, Zara Anne

11,452.92

Bryant, Margaret

$51,659 Buschman, Roxana $39,786 Leach, Susan

10,649.63

Dickson, Brian

$21,082

Morgester, Christine

9,005.01

Griffeth, Tyson

$20,633

Gifford, Troy

8,632.13

Jones, Eric

$14,491

Jones, Eric

6,034.02

Ford, Brook

$14,343

Dickson, Brian

5,744.38

Ramirez, Edward

4,167.09

Waldram, Matthew

4,058.99

Ford, Brook

3,782.23

Wolden, Julie

3,316.49

Bringhurst, Angela

3,212.56

Waldram, Matthew

$9,964

Rathmanner, Casey

$9,896

Taylor, Mary

$7,957

Ramirez, Edward

$7,431

Morris, Ronald

$7,054

Maxwell, Denise

$7,029 Canals, Gabriel

3,076.14

March 2017 Sun

Mon

Tue

Wed 1

Thu 2

Fri 3

Sat 4

Call Clinic 8 - 12 NOON

Territory Wide Race Event

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

Daylight Saving Time Begins

19 Sales Days Left in Q1!

Call Clinic 8 - 12 NOON

DDP - Lake Oswego St. Patrickâ€™s Day

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

Call Clinic 8 - 12 NOON

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

Blazers Broker Event/ Training 2 PM

Call Clinic 8 - 12 NOON

April 2017 Sun

Mon

Tue

Wed

Thu

Fri

Sat 1

Territory Wide Race Event

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

Harmony Training (Lake Oswego)

Call Clinic 8 - 12 NOON

Direct Marketing Training (Lake Oswego)

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

Passover

Call Clinic 8 - 12 NOON

DDP

Passover

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

Call Clinic 8 - 12 NOON

26 Idaho Harmony Training

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

29 New Agent Advanced Training

Call Clinic 8 - 12 NOON

1st Qtr Case 2017 Goal:

49 2017 Actual:

41% 2017 Cases 2017 Goal:

259 2017 Actual:

8% 1st Qtr Premium 2017 Goal:

$1,610,000 2017 Actual:

$590,100

37% 2017 Premium 2017 Goal

$7,931,000 2017 Actual:

$590,100

THE CORE TEAM

Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com

Chelsey Dorr Territory Recruiter 503.416.0553 (office) 971.330.1148 (cell) CDorr@ColonialLife.com

Gower Talley Regional Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com

Kim Fry Territory Executive Assistant 503.416.0551 (office) KFry@ColonialLife.com

5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550

BENEFITS OF GOOD HARD WORK